Baldrige Asset Management LLC Ishares Tr Transaction History
Baldrige Asset Management LLC
- $244 Million
- Q1 2023
Shares
3 transactions
Others Institutions Holding IMTB
# of Institutions
58Shares Held
5.25MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS1.17MShares$51.8 Million0.07% of portfolio
-
Octavia Wealth Advisors, LLC669KShares$29.5 Million2.92% of portfolio
-
Fin Trust Capital Advisors, LLC505KShares$22.3 Million3.9% of portfolio
-
Destination Wealth Management472KShares$20.8 Million0.59% of portfolio
-
Wealth Enhancement Advisory Services, LLC387KShares$17.1 Million0.03% of portfolio